ISHARES TR

Ticker: IXC CUSIP: 464287341 Class: GLOBAL ENERG ETF

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 42,468 Value ($000) $1,781 Avg Close — Range —
Q3 2025
Shares 44,395 Value ($000) $1,854 Avg Close — Range —
Q2 2025
Shares 49,681 Value ($000) $1,952 Avg Close — Range —
Q1 2025
Shares 52,718 Value ($000) $2,218 Avg Close — Range —
Q4 2024
Shares 55,779 Value ($000) $2,130 Avg Close — Range —
Q3 2024
Shares 67,835 Value ($000) $2,746 Avg Close — Range —
Q2 2024
Shares 100,152 Value ($000) $4,157 Avg Close — Range —
Q1 2024
Shares 121 Value ($000) $5 Avg Close — Range —